Department | User | Story | Related Ticket | Demo / Knowledge Base Article | |||||
|---|---|---|---|---|---|---|---|---|---|
HR | HR Team | Adding Salesforce User and Service Resource via Okta | |||||||
Onboarding | Sales | Syncing a Contact with the NDIS | |||||||
Onboarding | Sales | Onboarding clients with Opportunities > Service Agreement |
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Onboarding | Sales | SIgning a Service Agreement | |||||||
Rostering | Dispatcher | Work Order Management |
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Rostering | Dispatcher | Service Appointment Management | |||||||
Rostering | Dispatcher | Using the FSL dispatcher console (gantt view) | |||||||
Rostering | Dispatcher | ||||||||
Rostering | Dispatcher | Matching Service Resources to Client. | |||||||
Rostering | Dispatcher | Dispatching Service Appointments | |||||||
Rostering | Dispatcher | Work Plans and templated services | |||||||
Client Management | Client Manager | Cancelation Rules - who gets paid? | |||||||
Appointment Delivery | Service Resource | Service Resource notified of assignment and or dispatched appointment | |||||||
Appointment Delivery | Service Resource | Service Resource Check in / Check out | |||||||
Appointment Delivery | How do you handle Work Plans | Finance | Service Resource | Attributing Travel | |||||
Appointment Delivery | Service Resource | Creating Cases/Incidents | |||||||
Appointment Delivery | Service Resource | Attributing Expenses | |||||||
Client Management | Client Manager | Catching client notes | |||||||
Client Management | Client Manager | Managing client Goals | |||||||
Finance | Finance Manager | Timesheet creation | |||||||
Finance | Finance Manager | Retrying failed payment requests from the NDIS | FSL Mobile | Service Resource | Check In and Check Out flows:
| FSL Mobile | Service Resource | ||
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